January 23-25, 2019. Judy Bodenhamer and Marc Rosen were honored to be speakers at the Winning is Everything (WiE) conference. The workshop was on the Advisor of the Future. For nearly 20 years, WiE has been a venue for partners and leaders to come together, brainstorm, and inspire one another. It isn’t enough anymore for […]
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Entries by CEI Team Mktg
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The term “trusted advisor” is thrown around a lot… but what does it actually mean? Also, what should business owners look for to determine the overall quality and effectiveness of their existing advisory relationships? We’re going to get a little introspective on today’s show. Marc Rosen and Judy Bodenhamer, founders of the Client Experience Institute […]
As a featured columnist for a five-part series, co-founders Judy Bodenhamer and Marc Rosen share how the “Advisor of the Future” will achieve distinction by adopting five key competencies. Click here to download a PDF of the entire series.
Client Experience Institute™
Client Experience Institute™ is an advisory firm specializing in serving organizations who are all about delivering more value, more knowledge, and more results to their respective stakeholders. We work with like-minded professionals who are willing to think differently about how value is created, delivered and sustained.
Email: [email protected]
Address: 6100 Oak Tree Blvd., Suite 200, Cleveland, Ohio 44131